AI Chips
SEMI Doubled Its Own 2030 Forecast, From $1tn to Over $2tn
The industry body now sees over $2tn by 2030 — and said on the record that its own number for the same year was $1tn eighteen months ago.
4d ago
#AI demand
AI Chips
TSMC's CFO Details the $265 Billion Arizona Ramp: 'Multi-Year Structural Demand' From AI
In a Reuters interview, Wendell Huang said US yields already match Taiwan's flagship fabs, construction labor is the real constraint — and new bonds are not ruled out.
Jul 21, 2026
